2023 Form 5500 filing — Market Resource Partners Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014123233NAL0014925555001) for Market Resource Partners Retirement Savings Plan, reported by Market Resource Partners LLC under EIN 45-0474173 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123233NAL0014925555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Market Resource Partners LLC
- EIN
- 45-0474173
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,079,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,079,024
- Employer contributions
- $674,877
- Participant contributions
- $2,384,711
- Total income / additions
- $6,695,447
- Benefits paid
- $2,832,408
- Administrative expenses
- $153,386
- Total expenses
- $2,988,805
- Net increase / (decrease)
- $3,706,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Wealth Partners LLC | RIA | $80,880 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $0 | not reported in the loaded dataset |